Lessons from the Pros

Mar 6, 2018 Issue

Featured Article

Ask Yourself, Who Are You?

Even though you know yourself best and have lived with you longer than anyone else, your ability turn failure into success is a question that is certainly not black and white at all. It really comes down to how you perceive yourself, which can change over time depending on your attitude and the filters we… Read More »


Having Goals is Essential for Trading Success

Can you fathom setting out to achieve an endeavor that could change the trajectory of your life, and not being specific on what it is that you want to accomplish or when? How would you know if you were making progress towards achieving your goal if you had no way of measuring progress on your… Read More »


Options: The Level One Blues

When you open your first option trading account (or add option capability to an existing equities brokerage account), your broker assigns you an options approval level. Usually the levels run from Level One to Level Five. Your approval level determines which option strategies you are allowed to use in that account. The idea behind the… Read More »

Education Resource

The Differences Between FSA and HSA Accounts

Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) are two important op-tions to save on your healthcare dollar. They both use pre-tax money to pay for covered health care services and qualified medical expenses. First a disclosure – I am a physician not an accountant. Before making any financial decisions be sure to check…
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